Time for an update to the aussie orders since the decent short-covering pop we’ve has this morning.
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AVGO's 90% 2025 gain is priced in. Expensive at 86x trailing earnings, but AI chips offer future growth.
Banks gain 10.2% but WSBC, TRMK, FFBC face risks: low NIM, slow EPS growth, high P/B.
ARMK beats revenue estimates with 14.7% growth; new AI data center deals boost future outlook.
US funds boost SMR nuclear stocks! Billions for plants signal growth, but watch regulatory hurdles.
GEO Group beats Q1 estimates with 16.6% revenue growth & improved margins. Valuation metrics hint at upside.
SE beats Q1 estimates with 42.8% revenue growth & $0.81 EPS. AI & logistics drive gains.
AI engineer roles explode 700%+! Salaries hit ₹1.7 Cr amid AI boom, outpacing layoffs.
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